Annual Book Value
$13.00B$508.40M-3.76%
Summary
- Current Value
- As of today, LU annual book value is $13.00B, down -3.76% on
- Historical Performance
- LU annual book value is up +4.13% over the past 3 years, and up +156.00% over the past 5 years
- All-Time High Comparison
- LU annual book value is currently -10.96% below its historical high of $14.60B set on
- 3-Year Low Comparison
- LU annual book value is at its 3-year low
- Sector Comparison
- LU annual book value is higher than 94.07% of companies in Financial Services sector
Book Value Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Book Value | $13.00B | -3.8% | +4.1% | +156.0% | +537.3% | |
| Quarterly Book Value | $12.05B | -5.2% | -15.2% | – | – | |
| Price | $2.72 | +12.9% | -68.5% | -95.3% | – | |
| Annual Total Assets | $33.42B | -33.5% | -12.2% | +94.6% | +72.8% | |
| Annual Total Liabilities | $20.21B | -44.8% | -20.3% | +56.0% | +16.9% | |
| PB Ratio | 0.20 | +17.6% | -46.0% | -92.9% | – | |
| Annual Shareholders Equity | $12.99B | -3.1% | +4.2% | +207.9% | +537.0% | |
| Market Cap | $2B | +12.9% | -52.4% | -93.3% | – |
Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $13.51B | N/A | -3.8% |
| 5Y | $14.60B | -11.0% | |
| All | $14.60B | -11.0% |
Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $13.00B | at low | |
| 5Y | $12.48B | N/A | +4.1% |
| All | $2.04B | +537.3% |
Book Value History
| Year | Value | Change |
|---|---|---|
| $13.00B | -3.8% | |
| $13.51B | -7.5% | |
| $14.60B | +16.9% | |
| $12.48B | +81.8% |
| Year | Value | Change |
|---|---|---|
| $6.87B | +35.2% | |
| $5.08B | +60.4% | |
| $3.17B | +55.2% | |
| $2.04B | - |
FAQ
What is the current annual book value of LU?
As of today, LU annual book value is $13.00B
What is 1-year change in LU annual book value?
LU annual book value is down -3.76% year-over-year
What is 3-year change in LU annual book value?
LU annual book value is up +4.13% over the past 3 years
How far is LU annual book value from its all-time high?
LU annual book value is currently -10.96% below its historical high of $14.60B set on December 31, 2021
How does LU annual book value rank versus sector peers?
LU annual book value is higher than 94.07% of companies in Financial Services sector
When is LU next annual earnings release?
As of today, the next annual earnings release for LU has not been scheduled
Quarterly Book Value
$12.05B$897.91M+8.05%
Summary
- Current Value
- As of today, LU quarterly book value is $12.05B, up +8.05% on
- Historical Performance
- LU quarterly book value is down -5.15% year-over-year, and down -15.19% over the past 3 years
- All-Time High Comparison
- LU quarterly book value is currently -22.27% below its historical high of $15.50B set on
- 3-Year Low Comparison
- LU quarterly book value is +8.05% above its 3-year low of $11.15B reached on
- Sector Comparison
- LU quarterly book value is higher than 93.30% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $12.05B | +8.1% | -5.2% | -15.2% | – | |
| Annual Book Value | $13.00B | – | -3.8% | +4.1% | +156.0% | |
| Price | $2.72 | -31.8% | +12.9% | -68.5% | -95.3% | |
| Quarterly Total Assets | $29.43B | -1.4% | -17.1% | -43.1% | – | |
| Quarterly Total Liabilities | $17.12B | -7.3% | -24.1% | -54.1% | – | |
| PB Ratio | 0.20 | -31.0% | +17.6% | -46.0% | -92.9% | |
| Quarterly Shareholders Equity | $12.05B | +8.1% | -5.2% | -15.2% | – | |
| Market Cap | $2B | -31.8% | +12.9% | -52.4% | -93.3% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $12.05B | N/A | at high |
| 3Y | $13.58B | -11.3% | |
| 5Y | $15.50B | -22.3% | |
| All | $15.50B | -22.3% |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $12.05B | N/A | at low |
| 3Y | $11.15B | +8.1% | |
| 5Y | $11.15B | +8.1% | |
| All | $6.04B | +99.5% |
Quarterly Book Value History
FAQ
What is the current quarterly book value of LU?
As of today, LU quarterly book value is $12.05B
What is LU quarterly book value most recent change?
LU quarterly book value was up +8.05% on September 30, 2024
What is 1-year change in LU quarterly book value?
LU quarterly book value is down -5.15% year-over-year
How far is LU quarterly book value from its all-time high?
LU quarterly book value is currently -22.27% below its historical high of $15.50B set on March 31, 2022
How does LU quarterly book value rank versus sector peers?
LU quarterly book value is higher than 93.30% of companies in Financial Services sector
When is LU next earnings release?
As of today, the next earnings release for LU has not been scheduled
Book Value Formula
Book Value = −
Data Sources & References
- LU Official Website www.lufaxholding.com
- Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/1816007/000119312524240015/0001193125-24-240015-index.htm
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1816007/000119312524106025/0001193125-24-106025-index.htm
- LU Profile on Yahoo Finance finance.yahoo.com/quote/LU
- LU Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/lu